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Thursday, October 15 • 8:00am - 9:00am
Ask the Experts – User Adoption Edition: Best Practices for Small and Midsized Business CRM

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Dynamics CRM can be adapted to fit any sized business. User Adoption strategies and training are especially crucial for small to mid-sized businesses due to limited resources and the need to deliver a successful CRM project with prompt ROI. In this expert panel discussion, we'll highlight winning User Adoption strategies, and will also discuss common issues and how to address. You'll walk away with the tools you need to get buy-in from your Users and a higher Return on your CRM Investment.

avatar for Phyllis Eriksen, CIDA, CISA

Phyllis Eriksen, CIDA, CISA

Manager-Projects and Software Support, Audimation Services, Inc.
I have been working with CRM Online since CRM 2011. Besides being manager of projects and software support, I hold the roles of system administrator, customizer, trainer, SSRS report writer and change management gate keeper. We're on CRM 2015 and I really like the customization options available in this version. Because I am a fervent believer of "work INSIDE the box," I'm not worried at all about Update 1 being rolled out to our organization... Read More →
avatar for Ken Kelly

Ken Kelly

President, Kelly Roofing
Born in Naples, Florida, Ken is a traveler, businessman and humanitarian. Compassionately raised by two loving parents, Ken’s ability to search out fairness with a strong sense of organization, always looking for the potential good in any situation is his strength. Continuing tradition in 1993 by taking over the family’s roofing business provided a venue for creative implementation of successful ideas. In 2004 and 2005 the Kelly Roofing... Read More →

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.

Thursday October 15, 2015 8:00am - 9:00am